Filed April 15, 2025 (most recent of 8 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,455 | $72,027+132.5% | $185,861-9.9% | $79,856+109.7% |
| Participation rate | 96.3% | 65.8%+30.5pp | 78.0%+18.3pp | 69.6%+26.7pp |
| Annual return | 15.43% | 23.13%-7.7pp | 35.96%-20.5pp | 31.71%-16.3pp |
| Employer contribution / active EE | $8,350 | $1,965+324.9% | $4,088+104.3% | $2,471+237.9% |
| Participant deferral / active EE | $7,387 | $3,780+95.4% | $5,634+31.1% | $3,741+97.5% |
| Admin fee / account holder | $12,159 | $4,513+169.4% | $9,503+27.9% | $5,306+129.1% |